Case Docket

Case Number:	628317
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	KERR, JAMES L.
AKA :

Date	Code	Description	Reference	Receipt	Cost
01/02/24	01	Case Number (Daily Reporter)			10.00
01/02/24	02	Forms			10.00
01/02/24	03	Docketing & Index			15.00
01/02/24	04	Computerized Legal Research			3.00
01/02/24	05	Computer Fee			10.00
01/02/24	07	Legal Aid Trust Fund			26.00
01/02/24	08	Dispute Resolution Fund			15.00
01/02/24	gi	Guardianship Investigator's Expense			75.00
01/02/24	16	Special Projects Fund			15.00
01/02/24	cb	COST BILL			.00
01/02/24	17.0	Application for Appointment of Guardian			20.00
		TONI A. THOMPSON
01/02/24	ge	Entry Setting Hearing	02/14/2024		.00
			2:00 p.m.
01/02/24	eb	Exhibit	A		.00
		zoom invite
01/02/24	15.1	Waiver of Notice			.00
		James A. Kerr
01/02/24	15.0	Next of Kin			.00
01/02/24	15.2	Guardian - Fiduciary's Acceptance			.00
01/02/24	15.3	Affidavit of Additional Information			.00
01/02/24	15.4	Guardian's Credibility Application			.00
01/02/24	16.1	Affidavit of Custody			.00
01/02/24	4.2B	Proposed Bond Documents			.00
01/02/24	psoe	Statement of Expert Evaluation			.00
01/02/24	15.8	Adult Guardianship Service Information			.00
01/02/24	2y	Notice of Hearing			.00
01/02/24	cos	Certificate of Service			.00
01/02/24	vgcs	Guardianship: Virtual Service Mail Sent			7.21
		Rosa A. Kerr	550894
01/03/24		Receipt	619248	199.00
02/01/24	17.8	Investigator's Report			.00
02/01/24	cos	Certificate of Service	Kincaid		60.00
02/08/24	psoe	Statement of Expert Evaluation			.00
02/14/24	misc	USPS tracking			.00
		#550894
02/14/24	att	Attachments			.00
02/14/24	misc	USPS Tracking			.00
02/20/24	16.4	Notice to Prospective Ward of			.00
		Application and Hearing.
02/20/24	17d	Magistrate's Decision	STONE		.00
		Toni A. Thompson be appointed guardian
		of the person and estate of Jame L. Kerr
		Bond is set at $1,693,400.00
02/20/24	17b	Notice To Attorneys and Parties			.00
02/20/24	17c	Findings of Fact			.00
02/20/24	17n	Entry Adopting Magistrate's Decision			5.00
02/20/24	cos	Certificate of Service			.00
03/05/24	igf	Indigent Guardianship Fund			30.00
03/05/24	adl	Additional Letters of Authority			3.00
03/05/24	15.5	Entry Appointing Guardian, Letter of			5.00
		Authority
		THOMPSON, TONI A.	(fidy)
03/05/24	4.2	Fiduciary's Bond	1693400.00		.00
			RLI
03/05/24	cb	COST BILL			.00
03/05/24		Receipt	622365	110.21
04/03/24	15c	Application to Release Funds to Guardian			.00
04/03/24	att	Attachments			5.00
04/26/24	bcr	Background Check Received			.00
		Toni Thompson (BCI)
04/30/24	6.4a	Application for Appointment of a			.00
		Commissioner to Inventory a Safe Deposit
		Box
04/30/24	6.4e	Entry Appointing Commissioner to	ELC		5.00
		Inventory Safe Deposit Box
		Commissioner: emily M Brewer
04/30/24	cc	Certified Copy			1.00
04/30/24	6.0	Inventory	670627.14		7.00
04/30/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
04/30/24	att	Attachments			2.00
04/30/24	15bn	Entry Authorizing Expenditure of Funds	ELC		5.00
		(Non-Custodial)
05/07/24		Receipt	625600	25.00
05/09/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/09/24	15bn	Entry Authorizing Expenditure of Funds	7535.00		5.00
		(Non-Custodial)
05/09/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/09/24	att	Attachments			49.00
05/09/24	15bn	Entry Authorizing Expenditure of Funds	33322.86		5.00
		(Non-Custodial)
05/09/24	15c	Application to Release Funds to Guardian			.00
05/09/24	att	Attachments			.00
05/09/24	15d	Entry Authorizing Release of Funds	33322.86		5.00
		-Funds to be deposited in name of
		guardianship , RC 2109.37, etc.
05/13/24		Receipt	625879	10.00
05/14/24	l	LETTER: cover 05/09/2024			.00
05/14/24		Receipt	625994	84.00
05/15/24	nc	Notice of Change of Address of:			.00
		Attorney
06/18/24	6.4i	Report on Contents of Safe Deposit Box			.00
07/03/24	15c	Application to Release Funds to guardian			.00
07/03/24	15d	Entry Authorizing Release of Funds	14694.15		5.00
		Telhio Credit Union Sav Acct 3316/3862	5542.87
07/03/24	cc	Certified Copy			1.00
07/12/24	15c	Application to Release Funds to Guardian			.00
07/12/24	att	Attachment			.00
07/12/24	15d	Entry Authorizing Release of Funds	ELC		5.00
07/12/24	cc	Certified Copy			1.00
07/22/24		Receipt	629335	12.00
09/06/24	15c	Application to Release Funds to Guardian			.00
09/06/24	att	Attachments			.00
09/06/24	15d	Entry Authorizing Release of Funds	SNR		5.00
09/06/24	cc	Certified Copy			1.00
09/10/24	l	LETTER: to Toni Thompson			.00
		from Mag Asst Lindsay E Webster
09/16/24		Receipt	632093	6.00
09/19/24	vcmw	Virtual Service Returned/NO SERVICE			.00
10/14/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
10/14/24	att	Attachments			20.00
10/14/24	15bn	Entry Authorizing Expenditure of Funds	2260.40		5.00
		(Non-Custodial)
10/22/24		Receipt	634078	30.00
10/28/24		Receipt	634344	5.00
12/04/24	15c	Application to Release Funds to Guardian			.00
12/04/24	15d	Entry Authorizing Release of Funds			5.00
		-From Hamilton Capital Acct. # 5001 to	9429.96
		Park National Bank Acct. # 8308
12/04/24	cc	Certified Copy			1.00
12/05/24		Receipt	636255	6.00
12/31/24	eml	e-Mail Correspondence Received from:			.00
		- Duffy, Maureen
		(NOT EVIDENCE)
12/31/24	1ca	Application for Attorney Fees			10.00
		Emily M Brewer
12/31/24	1cc	Consent to Attorney Fees			.00
		Toni A Thompson
12/31/24	fs	Fee Schedule			12.00
12/31/24	1cb	Entry Approving Attorney Fees	2994.30		.00
12/31/24		Receipt	637431	22.00
12/31/24	misc	Certificate of Deposit of Will			.00
01/02/25		Pay out made through bookkeeper	# 0000081595		.00
		ACCT #: 000000000209 5.00
01/02/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
01/02/25	att	Attachments			13.00
01/02/25	15bn	Entry Authorizing Expenditure of Funds	MCD		5.00
		(Non-Custodial)
01/02/25		Receipt	637499	28.00
01/03/25		Pay out made through bookkeeper	# 0000081616		.00
		ACCT #: 000000000209 5.00
01/09/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
01/09/25	15bn	Entry Authorizing Expenditure of Funds	TAS		5.00
		(Non-Custodial)
		-All items except for expenses of
		Maintaning home
01/09/25	cc	Certified Copy			1.00
01/09/25	1e	Entry Setting Remote Hearing	01/29/2025		5.00
			9:00 AM
01/09/25	eb	Exhibit a			.00
01/09/25	cos	Certificate of Service			.00
01/10/25		Receipt	637838	16.00
01/10/25	cos	Certificate of Service			.00
01/28/25		Receipt	638698	5.00
01/28/25	ci	ANNUAL PHYSICAL/ELECTRONIC - 2024			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
01/29/25	dr	Digital Record of Hearing	TAS		.00
		01/29/2025 / Zoom
02/05/25	16k	Notice to File	0102994		1.00
02/05/25	13k	Notice to File Account	0102994		1.00
02/12/25	15bn	Entry Authorizing Expenditure of Funds	450.00/month		5.00
		(Non-Custodial)	120.00/month
02/18/25		Receipt	639697	2.00
02/18/25		Receipt	639710	5.00
02/25/25	22n	Guardian's Report			5.00
02/25/25	22p	Annual Guardianship Plan			.00
02/26/25	ref	No Refund Issued: Less than $1.00			1.00
02/26/25		Receipt	640197	6.00
02/28/25	17.1d	Application to Dispense with Subsequent			.00
		Statements of Expert Evaluation
02/28/25	17.1e	Entry Dispensing with the Filing of			5.00
		Subsequent Statements of Expert
		Evaluation
03/05/25	3.a	Application to Appoint Appraiser			.00
03/05/25	3.ae	Entry Appointing Appraiser	183		5.00
		Brian Berger.
03/05/25	22ni	Investigator Review of Guardian's Report			.00
03/05/25	10j	Consent to Power to Sell Real Estate			1.00
		Toni Ann Thompson.
		James A. Kerr.
03/05/25	e	Entry for Bond.	241854.28		5.00
03/12/25		Receipt	640985	11.00
03/20/25		Receipt	641477	5.00
03/21/25	1ca	Application for Attorney Fees			10.00
		Emily M Brewer
03/21/25	1cc	Consent to Attorney Fees			.00
		Toni A Thompson
03/21/25	fs	Fee Schedule			.00
03/21/25	morf	Magistrate's Order Regarding Fees	1147.50		.00
03/21/25		Receipt	641566	10.00
03/24/25	l	LETTER:			.00
		Return Account Pickup Assets Remaining
		Return Ck # 1052
03/28/25	13a	Fiduciary's Partial Account	01		22.00
03/28/25	13.1	Receipts and Disbursements			.00
03/28/25	13.2	Assets Remaining in Fiduciary's Hands	670904.25		.00
03/28/25	ex	Extra Pages			2.00
03/28/25	15c	Application to Release Funds to guardian			.00
03/28/25	15d	Entry Authorizing Release of Funds	32501.59		5.00
		Hamilton Capital 8308
03/28/25	15c	Application to Release Funds to guardian			.00
03/28/25	15d	Entry Authorizing Release of Funds	926.25		5.00
		Park National Bank 8308
03/28/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/28/25	15bn	Entry Authorizing Expenditure of Funds	TPS		5.00
		(Non-Custodial)
03/28/25	cc	Certified Copy			1.00
03/28/25		Receipt	641957	50.00
03/31/25	13e	Entry Setting Hearing on Account			.00
03/31/25		Pay out made through bookkeeper	# 0000082331		.00
		ACCT #: 000000000209 93.00
04/02/25	cc	Certified Copy			6.00
04/02/25		Receipt	642187	6.00
04/03/25	l	LETTER: to Toni A Thompson			.00
		from Jud Asst Toni Mclean
04/04/25	cc	Certified Copy			7.00
04/04/25		Receipt	642332	7.00
04/04/25	cc	Certified Copy			5.00
04/04/25		Receipt	642333	5.00
04/11/25	nc	Notice of Change of Address of:			.00
		Attorneu
05/01/25	pos	Proof of Service			.00
05/01/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/01/25	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
05/01/25		Receipt	643769	15.00
05/06/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/06/25	15bn	Entry Authorizing Expenditure of Funds	53.63		5.00
		(Non-Custodial)
05/06/25		Receipt	644020	15.00
05/12/25	13h	Judgment Entry Approving Partial Account			.00
05/23/25	15an	Application for Authority to Expend	AMENDED		24.00
		Funds (Non-Custodial)
05/23/25	att	Attachments			.00
05/23/25	15bn	Entry Authorizing Expenditure of Funds	TPS		5.00
		(Non-Custodial)
05/23/25		Receipt	645119	29.00
09/12/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
09/12/25	15bn	Entry Authorizing Expenditure of Funds	JAA		5.00
		(Non-Custodial)	186.24/mnth
			for 4 months
09/12/25		Receipt	651152	15.00
09/25/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
09/25/25	att	Attachments			5.00
09/25/25	15bn	Entry Authorizing Expenditure of Funds	JAA		5.00
		(Non-Custodial)
09/25/25		Receipt	651874	20.00
10/15/25	1ca	Application for Attorney Fees			11.00
		Emily M Brewer
10/15/25	1cc	Consent to Attorney Fees			.00
		Toni Ann Thompson
10/15/25	fs	Fee Schedule			.00
10/15/25	morf	Magistrate's Order Regarding Atty Fees	DENIED		.00
		-court shall consider additional fees	TAS
		annually upon the filing of each account
10/15/25		Receipt	653088	11.00
10/15/25	15c	Application to Release Funds			.00
10/15/25	15d	Entry Authorizing Release of Funds	TAS		5.00
		Hamilton Capital acct 5001	10708.48
10/15/25		Receipt	653089	5.00
10/15/25	cc	Certified Copy			1.00
10/15/25		Receipt	653090	1.00
10/30/25	enc	Entry (N/C)	TAS		.00
		expend funds approved 9/25
10/30/25	cc	Certified Copy			1.00
		of Corrected Entry
10/30/25	att	Attachments			.00
10/30/25		Receipt	653938	1.00
10/31/25	jcos	Certificate of Service/Judicial Staff			.00
12/26/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
12/26/25	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
12/26/25		Receipt	657166	15.00
01/28/26	16k	Notice to File	0102994		1.00
02/24/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
02/24/26	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
02/24/26	cc	Certified Copy			1.00
02/24/26	15c	Application to Release Funds			.00
02/24/26	15d	Entry Authorizing Release of Funds			5.00
02/24/26	cc	Certified Copy			1.00
02/24/26	r	Receipt			2.00
02/24/26		Receipt	660187	25.00
02/24/26	22n	Guardian's Report			5.00
02/24/26	22p	Annual Guardianship Plan (estate)			.00
02/24/26	22p	Annual Guardianship Plan (person)			.00
02/24/26		Receipt	660218	5.00
02/24/26	22ni	Investigator Review of Guardian's Report			.00
02/27/26	13.2	Assets Remaining in Fiduciary's Hands	633846.61		.00
02/27/26	bs	Bank Statement			29.00
02/27/26	13.1	Receipts and Disbursements			1.00
02/27/26	bs	Bank Statement			4.00
02/27/26	13a	Fiduciary's Partial Account	02		22.00
02/27/26	1ca	Application for Attorney Fees			12.00
		Emily M. Brewer, Esq.
02/27/26	1cc	Consent to Attorney Fees			.00
02/27/26	fs	Fee Schedule			.00
02/27/26	morf	Magistrate's Order Regarding Fees	4252.50		.00
			BCH
02/27/26		Receipt	660565	68.00
03/02/26	13e	Entry Setting Hearing on Account			.00
03/03/26	jcos	Certificate of Service/Judicial Staff			.00
03/06/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/06/26	ger	Notice of Compliance with Guardian			.00
		Education Requirements
		Tonia Thompson
03/06/26	15bn	Entry Authorizing Expenditure of Funds	550.25		5.00
		(Non-Custodial)	TPS
03/06/26		Receipt	661053	15.00
03/10/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/10/26	15bn	Entry Authorizing Expenditure of Funds	TAS		5.00
		(Non-Custodial)
03/10/26		Receipt	661269	15.00
03/16/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/16/26	15bn	Entry Authorizing Expenditure of Funds	120.00		5.00
		(Non-Custodial)	450.00
			120.00
			MKB
03/16/26		Receipt	661526	15.00
03/18/26	cc	Certified Copy			1.00
03/18/26	att	Attachments			.00
03/18/26		Receipt	661695	1.00
03/18/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/18/26	att	Attachments			.00
03/18/26	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
03/18/26	cc	Certified Copy			1.00
03/18/26		Receipt	661701	16.00
04/13/26	13h	Judgment Entry Approving Partial Account			.00
04/17/26	50m	Application to Terminate			10.00
		Person and estate
04/17/26	dc	Death Certificate			.00
		James Lee Kerr
04/17/26	50p	Entry Terminating and Ordering Final	07/17/2026		5.00
		Account
04/17/26		Receipt	663793	15.00
04/17/26	dec	Ward Deceased.			.00
		BALANCE DUE			.00

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